About ECDIX
The Eaton Vance Global Equity Income Fund Class C is a mutual fund designed to provide investors with after-tax total return by primarily investing in dividend-paying common and, at the managers’ discretion, preferred stocks across global markets. The fund takes a global, research-driven investment approach, selecting equities from both U.S. and international markets with a focus on companies that offer attractive, tax-advantaged dividend income. While its portfolio is diversified among sectors such as information technology, healthcare, financials, consumer discretionary, and industrials, it notably includes major holdings like Microsoft, Apple, Eli Lilly, NVIDIA, and Novo Nordisk. The fund’s strategy also considers capital appreciation potential, occasionally including non-dividend-paying stocks. With over 99 holdings and an emphasis on balancing income with tax efficiency, it seeks to offer a steady income stream while aiming to cushion returns during periods of market volatility. The fund’s actively managed structure allows it to respond dynamically to global economic conditions and shifting market opportunities, making it a significant vehicle for investors seeking income and diversification from a global equity perspective.
Fund Family Eaton Vance
Category World Large-Stock Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ECDIX
Share Class Class C
Index MSCI World NR USD
ECDIX had a total return of 18.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 7.36%.
